Hot! TeamLab – How to work with large email distribution lists

  • Sharebar

In the latest big release of TeamLab, the ability to send mass emails has been introduced in beta to the Customer Relationship Management (CRM)teamlab email module of the application.

So, how does this new feature work?

Firstly, the user will need to have portal administrator access to work with mass emails.  Secondly, your internal SMTP server needs to be configured to work with your TeamLab portal (see below for simple instructions).

A distribution list for a mass email is created within the CRM module. From within the Contacts tab, choose the list of recipients you want to send the email to by simply checking the box next to their name.  At this point, you can use filters to find groups of people quickly without having to work through each individually.  Once the filtered list is displayed, use the check box at the top of the list to add all the displayed contacts in the filtered results to your distribution list.  It really is so simple! Using your created distribution list, you can mail up to a total of 1000 people for each email.

Next, prepare the email by clicking Send Email and choose the Internal SMTP option.  On the Compose Mail page, you’ll see the email template teamlab email 2ready for you to complete.  The list of recipients will be populated with your selected contacts.  Fill in the email content, add any required attachments and your ready to send!  Don’t forget, you can add variables to your email to help personalize it when sending to many different people, using the drop-down tags list.

For audit information, you can add the email to the history for each customer, too.

Configuring your SMTP server to work with TeamLab

When you choose the Internal SMTP option the ‘Configure the SMTP’ window will display if your server is not yet set up correctly.  To configure your server, enter the following information in the window, as requested:

  • Host – specify your domain name.
  • Port – enter the port for your email (standard SMTP port is 25).
  • Authentication – check the box to ensure that only the authorized users can use the server.
  • Host Login/Password – enter your login details
  • Sender Display Name – enter the text to be displayed in the ‘From’ field when people receive your email
  • Sender Email Address – enter the email address of the sender.
  • Enable SSL – check this box to enable encryption in client-server communications

Don’t forget to save your changes.  At a later time, if you want to update the SMTP settings, this can be done through the General Settings within the CRM module.

For more information on TeamLab, please visit: www.teamlab.com.

 

Author

Harry Casimir

Harry is co-founder of Atilus and President and CEO of Dixivox, an international VAS (Value Added Service) telecommunication company. Harry is a programmer by trade and enjoys watching NBA basketball games and spending time with his family. In his spare time… who are we kidding here… with two young kids at home, he has none!

130 Comments

  1. Links you may like … blog mentioning Revuguru information we think you’ll like

  2. You could certainly see your expertise within the paintings you write. The world hopes for more passionate writers such as you who are not afraid to say how they believe. At all times follow your heart. “No man should marry until he has studied anatomy and dissected at least one woman.” by Honore’ de Balzac.

  3. Thanks for this very useful info you have provided us. I will bookmark this for future reference and refer it to my friends.

  4. Sorry for my English.Attractive section of content. I just stumbled upon your site and in accession capital to assert that I acquire in fact enjoyed account your blog posts. Anyway I will be subscribing to your augment and even I achievement you access consistently fast.

  5. Sorry for my bad English.Wow! Thank you! I constantly wanted to write on my site something like that. Can I include a fragment of your post to my website?

  6. English is not my first language.Hi there, just became aware of your blog through Google, and found that it’s truly informative. I am gonna watch out for brussels. I’ll appreciate if you continue this in future. Numerous people will be benefited from your writing. Cheers!

  7. Sorry for my English.I have been exploring for a bit for any high quality articles or weblog posts on this sort of house . Exploring in Yahoo I finally stumbled upon this web site. Reading this info So i am satisfied to show that I’ve an incredibly excellent uncanny feeling I came upon exactly what I needed. I such a lot without a doubt will make sure to don’t put out of your mind this site and give it a look on a constant basis.

  8. Sorry for my bad English.Thanks for your own hard work on this blog. Kim enjoys doing research and it’s really easy to see why. A lot of people notice all of the powerful ways you convey priceless secrets on the web site and as well recommend response from people about this theme while our own child has always been being taught a whole lot. Take advantage of the rest of the new year. Your conducting a dazzling job.

  9. I sorry for my English.I simply couldn’t leave your web site prior to suggesting that I actually enjoyed the standard information a person supply to your guests? Is gonna be again continuously to inspect new posts

  10. English not my native language.Good write-up, I am regular visitor of one’s blog, maintain up the excellent operate, and It’s going to be a regular visitor for a lengthy time.

Leave a Reply

Your email address will not be published. Required fields are marked *